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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
351
Moisand Fitzgerald Tamayo
Florida
$3.3K
AF
352
Allworth Financial
California
$3.3K +$1.15K +8 +57%
ADL
353
Asset Dedication LLC
California
$3K
EARNEST Partners
354
EARNEST Partners
Georgia
$2.85K
CWP
355
Concord Wealth Partners
Virginia
$2.7K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$2.4K -$143 -1 -6%
GWS
357
Glassman Wealth Services
Virginia
$2.1K
Simplex Trading
358
Simplex Trading
Illinois
$2K +$2.72K +19 New
SIC
359
SJS Investment Consulting
Ohio
$1.95K -$143 -1 -7%
HNB
360
Huntington National Bank
Ohio
$1.95K +$1.86K +13 New
M
361
MOTCO
Texas
$1.8K +$1.72K +12 New
DI
362
Disciplined Investments
Oklahoma
$1.65K -$286 -2 -15%
JWM
363
Janiczek Wealth Management
Colorado
$1.65K +$286 +2 +22%
MRCM
364
M&R Capital Management
New Jersey
$1.65K
VCM
365
Versant Capital Management
Arizona
$1.35K
NIC
366
Northwest Investment Counselors
Oregon
$1.35K +$1.29K +9 New
CFGS
367
Concourse Financial Group Securities
Alabama
$1.2K +$1.15K +8 New
AF
368
Advisornet Financial
Minnesota
$1.05K -$716 -5 -42%
GRP
369
Global Retirement Partners
California
$1.05K
CA
370
Centerpoint Advisors
Massachusetts
$1K
AW
371
Avion Wealth
Texas
$1K +$1.15K +8 +267%
GI
372
Gradient Investments
Minnesota
$899 +$859 +6 New
BAAM
373
Baker Avenue Asset Management
California
$749 -$573 -4 -44%
BWL
374
Bogart Wealth LLC
Virginia
$600
DWA
375
Delos Wealth Advisors
Texas
$450

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.